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March 2012
Welcome to Morningstar Indexes News and Updates, a newsletter designed to provide you with up-to-date, and pertinent information about our products and business.
 
 
 
In This Issue
Events
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Top News
Morningstar Indexes' 10-Year Anniversary
Morningstar Indexes recently celebrated a decade of indexing innovation. Ten years ago, we set forth on a mission to create more useful and effective tools to define, track, and assess the performance of the various markets. We now originate more than 200 indexes that track a broad range of asset classes, including global equities, fixed-income, and commodities. These combine to form an asset allocation index series. Learn more about the history and innovation behind Morningstar Indexes.
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Newly Updated Morningstar Indexes Website
Visit the new indexes.morningstar.com. We've made some improvements, and the site is now easier to navigate and better organized. Quickly find product information and index performance data, as well as our research and thought leadership. The new homepage features a "What's New" section, highlighting newly published white papers, videos, commentary, new index products and upcoming events.
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Equity
Morningstar Launches Ultimate Stock-Pickers Index
Morningstar Indexes launched the Morningstar® Ultimate Stock-Pickers IndexSM this quarter. This index selects the top stocks bought by the industry's top active managers. These stocks represent the best investment opportunities as identified by the most consistently outperforming portfolio managers across a diverse range of investment strategies. Morningstar Indexes also launched two risk control variations of the Ultimate Stock-Pickers Index: Morningstar® Ultimate Stock-Pickers Target Volatility 7 IndexSM and Morningstar® Ultimate Stock-Pickers Target Volatility 10 Index.SM
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Van Eck Licenses Morningstar Wide Moat Focus Index
Van Eck has licensed the Morningstar® Wide Moat Focus IndexSM for a Market Vectors ETF scheduled to launch in spring 2012. The Moringstar Wide Moat Focus index is composed of the 20 wide moat stocks with the best valuations as measured by the Morningstar price/fair value ratio. The term "wide moat" was coined by Warren Buffett and is used to describe companies with sustainable competitive advantages.
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Fixed-Income
Morningstar Expands Emerging Markets Bond Index Family
The newly enhanced Morningstar Emerging Markets Bond Index Family consists of five indexes covering the corporate and sovereign debt of emerging markets:
The Morningstar® Emerging Markets Composite Bond Index,SM
an aggregation of all the below-listed Emerging Markets Bond Indexes.
The Morningstar® Emerging Markets Sovereign Bond Index,SM
recently enhanced for investability and liquidity.
The Morningstar® Emerging Markets Corporate Bond Index,SM
recently enhanced for investability and liquidity.
The Morningstar® Emerging Markets High Yield Bond Index,SM
launched in December 2011.
The Morningstar® Emerging Markets Investment Grade Bond Index,SMnewly available.
BlackRock iShares has licensed the Morningstar Emerging Markets Corporate Bond Index and the Morningstar Emerging Markets High Yield Bond Index for new exchange-traded funds launching in spring 2012. First Asset has also licensed the Emerging Market Composite Bond Index for an ETF launching in Canada in spring 2012.
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Alternative Investments
Upcoming Webinar: A Better Way to Manage Your Future(s)
Morningstar Indexes is hosting a webinar on May 8, 2012 at 10 a.m. to 11 a.m. Central Time. Mallory Horejs, Alternative Investments Analyst at Morningstar, will discuss the current alternatives landscape; managed futures trends, flows, and what is driving them; and where and how managed futures fit in a portfolio.
Register here...
 
Asset Allocation
Morningstar® Multi-Asset High Income IndexSM
Launched in January 2012, the Morningstar Multi-Asset High Income Index is a broadly diversified index that seeks to deliver a high level of current income while maintaining long-term capital appreciation. The index consists of a comprehensive set of income-producing exchange-traded funds that collectively targets equity, fixed-income and alternative asset classes. BlackRock iShares has licensed the index for an ETF to be introduced in spring 2012.
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